#774 Investing In Human Longevity And Future Tech w/ Christian Angermayer
1/7/2022 · 113 min · transcript via mlx
Tags
Key topics
— Interest rates and inflation are the near-term focus of markets, but Christian believes much of current inflation is transitory and supply-chain driven; the Fed will be verbally hawkish before midterm elections but dovish in action.
— Northern Data is scaling to ~110,000 ASIC miners and 223,000 GPUs by end of 2022, potentially generating $80–100 million monthly in Bitcoin and Ethereum while pivoting toward renting GPU capacity to AI and pharma companies.
— Bullish exchange, in which Christian has exposure through Block.One, has launched with unprecedented liquidity depth and already captured 15% of Coinbase's Bitcoin trading volume in its first week.
— Bitcoin and growth stocks remain correlated despite being fundamentally different assets; the overlap is driven by shared believers in disruptive technology and crypto, concentrated in hubs like Miami.
— Longevity research focuses on the nine hallmarks of aging and developing therapeutics for conditions like telomere shortening and senescent cell accumulation rather than seeking a single "magic pill."
— Psychedelics like psilocybin, DMT, and ibogaine show clinical promise for depression, anxiety, addiction, and PTSD when administered under professional therapeutic supervision, not as recreational drugs.
Market & price signals
— Bitcoin is viewed as a long-term holding and part of a disruptive-technology portfolio. Christian expects growth stocks and crypto to see pressure in the first half of 2022 due to Fed hawkishness, but believes the selloff is overdone and valuations are attractive. He cited Cathy Wood's observation that growth stocks are in "deep value territory." Northern Data's mining operations are expected to generate substantial cash flow at current Bitcoin and Ethereum prices.
Actionable insights
— Develop a personal longevity protocol with intermittent fasting (16–18 hours daily), metformin, NAD+ supplementation, vitamin D, and exercise; Christian emphasizes staying alive the next 20 years to benefit from coming breakthroughs in aging reversal.
— Differentiate between risk and reward when making life decisions; avoid unnecessary accident risks (e.g., driving fast on highways) while still participating in activities that improve quality of life, because the optionality of the next 20–30 years is enormous.
— Monitor both traditional growth stocks and Bitcoin for entry points during the expected 2022 selloff, since both are currently undervalued relative to long-term technological innovation drivers.
Episode sponsorships
Paid placements mentioned in this episode. BTC Pods is not sponsored by or affiliated with these advertisers. Links are included so you can find offers mentioned on the show.
— Abra is an all-in-one app allowing you to trade over 110 cryptocurrencies, get 0% interest loans using your crypto as collateral, and earn up to 14% APY on stablecoins and 8.15% APY on Bitcoin. Join nearly 2 million users by downloading Abra from the Google Play or Apple App Store and get $15 in free crypto once you fund your account. Visit abra.com to learn more.
— Unstoppable Domains provides an all-in-one solution for blockchain domains. Coinbase Wallets are now adding support for .crypto and .zil domains through their partnership with Unstoppable Domains, allowing you to send money using these new domains instead of long wallet addresses. You can also store your domain in Coinbase's collectibles section. Go to unstoppabledomains.com in the Dapp browser to register and manage your domains.
— BTCS is a NASDAQ-listed company and the first U.S. public company to secure many of the top layer one protocols. They just launched the beta version of a new digital asset analytics dashboard that lets you evaluate your entire portfolio's performance across multiple exchanges, with plans to enable year-end reports and yield earning through linking to staking pools. Test out the BTCS data analytics dashboard now by visiting btcs.com.